Finance Systems & Automation Analyst

UFCU; Austin (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

UFCU is seeking a Finance Operations Analyst to support and optimize Finance platforms, partnering with Accounting, Treasury, and FP&A. You will help design automated workflows, manage access controls, and drive AI-enabled insights to improve accuracy and efficiency.

The role emphasizes rigorous documentation, audit readiness, and continuous improvement within a regulated financial services environment, with onsite collaboration at UFCU Plaza in Austin.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, Information Systems, or a related field.
• Minimum of 2 years of experience supporting finance, accounting, or financial systems.
• Experience with system support, reporting, documentation, or data analysis.
• Must be bondable.

Responsibilities

• Monitor, analyze, and troubleshoot system operations related to Finance and Accounting functions, including transaction processing, user assistance, reconciliations, and reporting.
• Design, build, and teach the team how to maintain automated workflows using AI, Excel, and enterprise tools to reduce manual effort, improve accuracy, and increase throughput across business processes.
• Leverage advanced Excel capabilities to automate data ingestion, validation, reconciliation, reporting, and analysis.
• Administer system access and roles in accordance with approved requests and internal access control standards; identify segregation‑of‑duties and access risks.
• Conduct regular audits of system data to identify discrepancies, inefficiencies, or potential risks, and work with relevant stakeholders to resolve issues.
• Apply AI‑enabled techniques (natural language queries, predictive analysis, anomaly detection, and pattern recognition) to enhance decision‑making, reduce errors, and surface actionable insights from data.
• Maintain accurate documentation for Finance systems, processes, and controls to support consistency, auditability, and knowledge sharing.
• Support Finance system initiatives, change management, projects and system upgrades through issue tracking, requirements documentation, testing, and release support ensuring business requirements are met and downstream impacts are considered.
• Monitor, measure, and report on automation performance, including time saved, error reduction, cycle time improvements, and ROI, and continuously optimize solutions based on results.
• Identify and eliminate process inefficiencies by mapping current‑state workflows, quantifying manual touchpoints, and implementing automation solutions that scale across teams and systems.
• Support month‑end, quarter‑end, and year‑end financial closing activities by ensuring system accuracy and availability.
• Collaborate with Finance, IT, and Risk/Compliance teams to support integrations, workflows, system stability, and regulatory requirements.
• Support the maintenance of Finance intranet and knowledge content, ensuring materials are organized, current, and aligned with internal standards.
• Assist with administrative coordination related to corporate banking relationships, including maintaining documentation, contact information, and routing routine inquiries to appropriate Accounting or Treasury leadership.
• Adhere to company policies, regulatory requirements, and internal controls, including BSA, AML, OFAC, and Fair Lending.

Skills

Analytical skills

Advanced Excel

Troubleshooting

Process mapping

Automated workflows

System testing

Documentation

Education

Bachelor's degree in Finance/Accounting/Business Administration/IS

Tools

ERP systems

Reporting tools

Workflow automation platforms

Job description

UFCU is seeking a Finance Operations Analyst to support and optimize Finance platforms, partnering with Accounting, Treasury, and FP&A. You will help design automated workflows, manage access controls, and drive AI-enabled insights to improve accuracy and efficiency.

The role emphasizes rigorous documentation, audit readiness, and continuous improvement within a regulated financial services environment, with onsite collaboration at UFCU Plaza in Austin.